NEW: Engagements. Letters with e-signature, scope that tracks itself and renewals that never slip. See how NEW: Insights dashboards. Billing, unbilled time, utilization and budget burn, live. Take a look NEW: Cloud files. Link Dropbox, OneDrive and SharePoint files to projects without duplicating them. Learn more NEW: Talk to your workspace. Connect Claude via MCP and let AI create projects and tasks for you. See how NEW: Task approval workflows. Client or manager sign-off before work counts as done. See how NEW: Automations. If/then rules that assign, notify and chase for you. See how NEW: E-signatures. Route contracts through ordered signers with a full audit trail. Learn more NEW: Client portal 2.0. Action items, magic links and proofing for every client. Take a look NEW: Email-to-task, intake forms and docs. Work flows in; nothing gets lost. Read the docs

FOR SALES TEAMS

From first touch to closed deal

Every lead, follow-up and proposal in one pipeline that converts into delivery.

Get started Plans from $2,000/year.
Starts with a 30 day trial.

REPLACES CRM subscriptions Lead spreadsheets Proposal tools

Built around your day

Lead capture with sources, stages and owners
Deal pipelines with values and win tracking
One-click proposals that become estimates and invoices
Sales reports without exporting a single CSV

V SearchFK

IN PROGRESS3

Website redesign sprintAJul 14

Client onboarding flowMJul 18

Q3 invoice batchSJul 21

DONE2

Brand asset libraryZJul 02

HR policy updateRJun 28

FAQS

Common questions

How does the Vivotics sales pipeline work?

Deals move through stages you define, each with an owner, value and next follow-up date, so nothing sits forgotten in the pipeline.

Can I automate follow-up reminders?

Yes. Every deal and proposal can carry a follow-up date that surfaces as a reminder, which is where most service businesses lose revenue otherwise.

What happens when a deal is won?

A won deal converts into the client record, the project and the invoice inside Vivotics, so the handoff from sales to delivery is one click, not a meeting.